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Wells Fargo
WFC

Overview Fund Activity

1,951 hedge funds and large institutions have $159B invested in Wells Fargo in 2019 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 667 increasing their positions, 954 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,951
Holders Change
-61
Holders Change %
-3.03%
% of All Funds
42.44%
Holding in Top 10
113
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.04%
% of All Funds
2.46%
New
96
Increased
667
Reduced
954
Closed
131
Calls
$1.9B
Puts
$2.26B
Net Calls
-$364M
Net Calls Change
-$112M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$982M
2
BlackRock
BlackRock
New York
+$317M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$245M
4
LP
Longview Partners
Guernsey
+$241M
5
Artisan Partners
Artisan Partners
Wisconsin
+$230M

Top Sellers

1
MAM
Magellan Asset Management
Australia
-$1.1B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.03B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$764M
4
Capital World Investors
Capital World Investors
California
-$576M
5
Lazard Asset Management
Lazard Asset Management
New York
-$511M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBA
1001
Secrest Blakey & Associates
North Carolina
$1.35M +$160K +3,388 +13%
NPA
1002
Nichols & Pratt Advisers
Massachusetts
$1.35M -$47.5K -1,005 -3%
SIAG
1003
Signet Investment Advisory Group
Rhode Island
$1.35M +$16.6K +350 +1%
CC
1004
Courier Capital
New York
$1.34M -$100K -2,114 -7%
CCG
1005
Cypress Capital Group
Florida
$1.34M -$4.59K -97 -0.3%
CBU
1006
CIBC Bank USA
Illinois
$1.33M +$178K +3,756 +15%
AHB
1007
Abner Herrman & Brock
New Jersey
$1.33M -$193K -4,072 -13%
RCM
1008
Radnor Capital Management
Pennsylvania
$1.33M +$6.43K +136 +0.5%
HIC
1009
Holderness Investments Company
North Carolina
$1.32M -$331 -7 -0%
S
1010
SignatureFD
Georgia
$1.32M -$114K -2,403 -8%
RWA
1011
Ropes Wealth Advisors
Massachusetts
$1.32M -$34.7K -734 -3%
MPWT
1012
MassMutual Private Wealth & Trust
Connecticut
$1.31M +$51.5K +1,088 +4%
CS
1013
Comerica Securities
Michigan
$1.31M +$225K +4,749 +21%
CL
1014
Choreo LLC
Illinois
$1.31M +$36.6K +773 +3%
SFFS
1015
Stonehage Fleming Financial Services
Jersey
$1.31M -$1.14M -24,190 -47%
KFC
1016
Klingenstein Fields & Co
New York
$1.3M -$632K -13,366 -33%
RHAM
1017
Round Hill Asset Management
California
$1.3M +$21.3K +450 +2%
NC
1018
Northpointe Capital
Michigan
$1.3M -$3.15M -66,523 -71%
AC
1019
Avenir Corporation
Virginia
$1.3M – – –
NPT
1020
Nixon Peabody Trust
Massachusetts
$1.29M -$44.4K -937 -3%
BFA
1021
Bragg Financial Advisors
North Carolina
$1.29M -$81.4K -1,721 -6%
HFA
1022
HC Financial Advisors
California
$1.29M -$181K -3,821 -12%
VIM
1023
Vista Investment Management
Pennsylvania
$1.29M -$14.6K -309 -1%
Holocene Advisors
1024
Holocene Advisors
New York
$1.28M +$1.28M +26,990 New
CC
1025
Cannell & Co
New York
$1.28M +$142K +3,000 +13%
39 40
41
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